SourcingSourcing

ALIGN CAPITAL PARTNERS, LP

C22
CRD 284487·SEC 801-108180·SHAKER HEIGHTS, OH
AUM
$2.41B
$1B+
Est. Revenue
$24.1M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALIGN CAPITAL PARTNERS, LP
CRD
284487
SEC file #
801-108180
EIN
—
DBA names
—

Economics

AUM
$2.41B
AUM band
$1B+
AUM trajectory
'20'26
$383.6M → $2.41B▲ +528%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
35
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
15 advisors → 23 advisors▲ +53%
Primary office
SHAKER HEIGHTS OH
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/align-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALIGN CAPITAL PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ALIGN CAPITAL PARTNERS, LLC
JONES, CHRISTOPHER, KEVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
JONES, CHRISTOPHER, KEVIN
Executive Officer · 2.5%
4248026
LANGLEY, ROBERT, ADAIR
Executive Officer · 2.5%
4545636
MIR, MASEEL, ALI
Executive Officer · 2.5%
5784502